Financial Services in the New Normal: The Digital Experiences Continuum

Presented by

Dave Exall, CIO and Transformation Director, Simplyhealth | Sean Catlin, RVP Financial Services | Salesforce

About this talk

The dramatic acceleration of technology needs swept the Financial Services industry over the past 12 months. Years-long digital initiatives had to be executed in a matter of weeks as the pandemic shifted in-person interactions online. Digital became an instant relationship accelerant in an industry with flat growth and many undifferentiated experiences. Customer loyalty, while always a stated industry imperative, it is a fundamental priority. This session focuses on how financial services providers, such as Simplyhealth, can deliver value beyond products and services through continuous digital experiences, and how this shift helps them meet customers’ needs, deliver against their objectives, and support their financial wellbeing all at the same time. Join this session to learn how to: - Power new customers experiences across all engagement channels - Cross-sell, upsell and serve in the moment of need using AI to empower the customer and colleague in an ethical manner - Do this at speed, building business impact and measurable value

Related topics:

About this channel

Salesforce UK & I
Upcoming talks (4)
On-demand talks (78)
Subscribers (10209)
Salesforce is the global leader in customer relationship management (CRM), bringing companies closer to their customers in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, and artificial intelligence—to connect to their customers in a whole new way. The Salesforce Customer Success Platform includes industry-leading services spanning sales, service, marketing, commerce, communities, collaboration and industries, all on a single trusted cloud platform. Salesforce will power more than 2 trillion B2B and B2C transactions this year for more than 150,000 companies and millions of Trailblazers--the individuals and their organizations who are using Salesforce to drive innovation, grow their careers and transform their businesses. Salesforce is committed to a set of core values--trust, growth, innovation, and equality of every human being. The company is ranked #1 on Fortune’s World's Best Workplaces list, and Forbes has ranked the company one of the world's most innovative companies for eight years in a row. For information, please visit www.salesforce.com.